Terms of Service

Dion Insights · Dion Health Management Company LLC · Effective August 26, 2026

These terms govern access to the Dion Insights application. Where a practice has signed a separate written master services agreement with Dion Health Management Company LLC, that agreement controls and these terms fill only the gaps it leaves.

1. Who these terms are between

“Dion”, “we” and “us” mean Dion Health Management Company LLC. “You” means the dental or medical practice that has been granted access to Dion Insights, and each person who signs in under that practice’s account. If you are accepting these terms on behalf of a practice, you represent that you are authorised to bind it.

2. What the service does

Dion Insights reads data from systems you already operate — your practice-management system, your accounting system, and your bank and card feeds — and presents analytics, reporting and workflow tools built from it. It is a reporting and decision-support tool. It does not provide clinical advice, does not practise dentistry or medicine, and is not a substitute for the professional judgement of a licensed clinician.

Financial figures produced by the service are derived from the sources you connect. They are not audited financial statements, are not prepared by a certified public accountant, and are not tax advice. Confirm any figure with your own accountant before relying on it for a filing, a loan, or a transaction.

3. Access, accounts and acceptable use

Access is provisioned by invitation. You are responsible for the accounts you issue to your own staff, for keeping credentials confidential, and for activity that occurs under them. Tell us promptly at security@dionhealth.com if you believe an account has been compromised.

You agree not to:

access data belonging to any practice other than your own, or attempt to;
probe, scan or test the security of the service except with our prior written permission;
resell, sublicense or provide the service to a third party as a service of your own; or
use the service to store or transmit unlawful content, or in violation of HIPAA, state privacy law, or the terms of any system you connect to it.

4. Your data stays yours

You retain all right, title and interest in the data you connect and the data the service derives from it. We process it on your behalf and only to provide and support the service. Our handling of protected health information is governed by our business associate agreement with you and by our Privacy Policy, which forms part of these terms.

We do not sell your data. We do not use identifiable patient data to train models. Where we publish benchmarks, they are aggregated across practices and de-identified, and a practice that would be identifiable in a cohort is excluded from it.

5. Third-party systems you connect

The service connects to systems operated by others — including QuickBooks Online, Plaid, and your practice-management vendor. Those connections are made with your authorisation and are governed by your agreements with those providers. We are not responsible for their availability, their accuracy, or changes they make to their interfaces. You may disconnect any of them at any time from within the application, which revokes our access going forward.

6. Availability and warranties

We work to keep the service available and accurate, but it is provided “as is”. To the fullest extent permitted by law we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted or error-free, or that figures derived from third-party systems will be free of defects present in those systems.

7. Limitation of liability

To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or lost data, arising out of these terms. Our total aggregate liability arising out of or relating to the service is limited to the fees you paid us for it in the twelve months preceding the event giving rise to the claim.

Nothing in this section limits either party’s liability for fraud, wilful misconduct, or any liability that cannot be limited under applicable law.

8. Fees

Fees, if any, are set out in the order form or master services agreement between us. Where no such document exists, access is provided at our discretion and may be withdrawn on notice.

9. Suspension and termination

Either party may terminate on thirty days’ written notice. We may suspend access immediately if we reasonably believe continued access presents a security risk, or where required by law. On termination we will, at your request within thirty days, export your data to you in a machine-readable format and then delete it in accordance with the retention schedule in our Privacy Policy and any applicable record-retention law.

10. Governing law

These terms are governed by the laws of the State of California, without regard to its conflict-of-laws rules, and the state and federal courts located in San Francisco County, California have exclusive jurisdiction over any dispute arising out of them.

11. Changes

We may update these terms. Where a change is material we will give reasonable notice before it takes effect. The effective date above indicates when this version was published; continuing to use the service after a change takes effect constitutes acceptance of it.

12. Contact

Questions about these terms: legal@dionhealth.com. Security matters: security@dionhealth.com. Privacy matters: privacy@dionhealth.com.

Dion Insights is operated by Dion Health Management Company LLC. See also our Privacy Policy.